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Valeo Financial Advisors, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on XLE, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 34,265 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,265 shares
    Change vs previous 13F -242 shares

    0.04% of the 13F portfolio, value $2,107,311.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,507 shares
    Change vs previous 13F -6 shares

    0.04% of the 13F portfolio, value $1,832,692.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 34,513 shares
    Change vs previous 13F -784 shares

    0.05% of the 13F portfolio, value $2,114,281.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 35,297 shares
    Change vs previous 13F +16,122 shares

    0.04% of the 13F portfolio, value $1,578,132.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 19,175 shares
    Change vs previous 13F -3,226 shares

    0.04% of the 13F portfolio, value $1,713,074.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 22,401 shares
    Change vs previous 13F -1,118 shares

    0.05% of the 13F portfolio, value $1,899,833.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 23,519 shares
    Change vs previous 13F +494 shares

    0.06% of the 13F portfolio, value $2,197,850.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 23,025 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,972,341.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).